Best Financial Advisors in Fairport, NY

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List of Firms

Fairport, NY Fiduciary Financial Advisors

Independent Planning Group Inc
Location 360 Packetts Landing, Fairport, NY 14450, USA
Phone (585) 421-1220
Forever Financial Advisors, LLC
Location 140 W Church St, Fairport, NY 14450, USA
Phone (585) 598-1377
Raymond James - Liftbridge Financial Advisors

1 out of 5

Location 6 N Main St #400w, Fairport, NY 14450, USA
Phone (585) 377-4500
Geo Vest Advisors Inc
SEC File# 801-31544
CRD# 105906
Location 245 Willowbrook Office Park, Fairport, NY 14450, USA
Phone (585) 248-5050
Henderson Wealth Management

5 out of 5

Location 6819 Pittsford Palmyra Rd Suite 200, Fairport, NY 14450, USA
Phone (585) 421-0470
Royal Alliance Associates Inc
Location 6800 Pittsford Palmyra Rd #220, Fairport, NY 14450, USA
Phone (585) 421-0470
The Independent Group of Companies
Location 37 Columbia Ct, Fairport, NY 14450, USA
Phone (585) 421-1220
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About Fairport, NY

Fairport, NY is located in Monroe County and is part of the Rochester metropolitan area. The village was incorporated in 1827 and is home to approximately 8,200 residents. Major employers in the area include Wegmans, Canon, and Kodak. Major highways and streets in Fairport include Route 250 (Clinton Avenue) and Route 31 (Pittsford-Palmyra Road). The village's neighborhoods include Fairport Village, Perinton Village, Penfield Village, and East Rochester.

Where Certified Financial Advisors in Fairport, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairport, NY have a number of banking services available to them. Some banks offer checking and savings accounts, as well as certificates of deposit (CDs) and money market accounts. Banks also offer loans, such as personal loans, home equity lines of credit (HELOCs), and car loans. In addition, many banks offer credit cards, debit cards, and online banking services.

Insurance Broker

Fairport, NY residents can get help with their insurance needs from local insurance brokers. These professionals can provide advice and guidance on the best policies to meet the individual needs of each resident. In addition, insurance brokers can help residents save money on their premiums by finding the best deals available.

Retirement Planning

Fairport, NY residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you assess your current situation and develop a plan that will help you reach your retirement goals. They can also provide guidance on how to save for retirement, invest your money, and protect your assets. If you're looking for help planning for retirement, a financial advisor is a great resource.

Wealth Management

Fairport, NY residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating, managing, and protecting a family's or individual's wealth. It includes activities such as investment planning, risk management, and estate planning. Wealth managers can help Fairport residents by creating a financial plan tailored to their specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Fairport, NY can help residents create wills and trusts to ensure their property is distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare proxies to make sure their loved ones are taken care of if they become unable to take care of themselves. And estate planning lawyers can also help residents plan for the tax implications of passing on their property.

Mortgage Loan Officer

Mortgage loan officers in Fairport, NY can help residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process and what to expect. In addition, mortgage loan officers can work with residents to find the right home for them and their families.

Tax Services

Fairport, NY residents can benefit from the help of tax accountants in order to ensure that they are filing their taxes correctly and taking advantage of all possible deductions. Tax accountants can also help residents plan for their future tax liabilities and ensure that they are keeping as much money as possible.


FAQs About Personal Financial Advisors in Fairport, NY